FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$7.76M
3
+$7.73M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$3.93M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.71M

Top Sells

1
+$18.2M
2
+$14.5M
3
+$9.85M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$6.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.87M

Sector Composition

1 Technology 10.14%
2 Financials 3.73%
3 Healthcare 3.58%
4 Consumer Discretionary 2.93%
5 Industrials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$34.3K ﹤0.01%
39,926
-4,507
727
$33.3K ﹤0.01%
16,387
-2,783
728
$31.7K ﹤0.01%
+21,251
729
$30.9K ﹤0.01%
15,765
+776
730
$25.8K ﹤0.01%
+10,432
731
$24.5K ﹤0.01%
19,925
+793
732
$20K ﹤0.01%
+17,217
733
$11.1K ﹤0.01%
15,460
+2,636
734
$3.78K ﹤0.01%
+332
735
– –
-589
736
– –
-1,458
737
– –
-4,142
738
– –
-11,051
739
– –
-2,521
740
– –
-6,311
741
– –
-4,630
742
– –
-7,061
743
– –
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744
– –
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745
– –
-19,755
746
– –
-12,059
747
– –
-10,497
748
– –
-16,913
749
– –
-71,374
750
– –
-14,408
28 29
30
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